David Campbell

Background

About David Campbell

David is a respected executive-level financial adviser specialising in wealth creation for high net-worth individuals and families. He is a thought-leader in his field and a trusted adviser to his clients. His expertise individualised, tailored wealth-creation is driven by a desire to see his clients achieve success through reaching their financial goals. His unique "big picture"​ perspective informs the advice he gives to his clients, who in turn, trust his judgement and benefit from his decisiveness.David has worked his way up through the ranks and currently holds the position of Senior Financial Adviser at Ord Minnett Limited. His experience spans roles at Morgan Stanley Wealth Management, Ord Minnett, Credit Suisse First Boston and Colonial Stockbroking. His grass-roots experience has given him a broad view of the industry, excellent technical skills and a comprehensive understanding of the investment universe in which he inhabits. He specialises in asset allocation, domestic and international direct equity investment, management of asset classes, inter-generational wealth management and estate planning.David is ethical, open and passionate about his work. He is forward thinking in his approach and he is motivated by a genuine desire to see his clients succeed. He takes his commitments to his clients very seriously and is driven by continuous improvement. This is evident through his completion of the ASX approved "Responsible Executive"​ qualification, which enables him to manage a stock broking office.Direct, honest and intelligent, David provides highly sought after services. His "no nonsense" approach is highly valued in an industry that can be high-risk and stress-inducing. He removes the stress factor by providing tailored, robust and technically sound wealth-creation opportunities. He has a clear goal to invest efficiently, intelligently and effectively, for the ultimate benefit of his client.For an intial consultation contact David on 0417575670 or at dcampbell@ords.com.au